ID No. 0000032238: Pension Consultant with TÜV Rheinland Certified Qualification

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Certification Program Title:Pension Consultant with TÜV Rheinland Certified Qualification
Admission Requirements:
  • Employment with a financial services organization
  • Vocational training in a commercial environment with a minimum of 1 years relevant experience in customer consultancy
  • A minimum of 2 internal audits for real customer cases, accompanied by a CP BAP trainer with a subsequent recommendation for participation in the exam
  • Successful participation in the 5 day course “Pension Consultant” of the CP Bankpartner AG recognized by PersCert TÜV.
Examination Components:
  • Written examination (Multiple choice and case study)
Required Competencies:

In the examination the participants prove their knowledge in the following areas:

  • State pension systems
  • Private pension schemes
  • Other provisions for risk in different stages of life
  • Customer consultancy according to requirements

"Pension Consultants with TÜV Rheinland Certified Qualification" are familiar with the current specific fundamentals of pension schemes and risk management. They are in a position to prepare customer appointments in a structured manner und to take customer wishes into account, in order to guarantee needs oriented pension consultancy.

  • Proof of a coached customer appointment within the last three months
  • Attendance at an intensive seminar (4 teaching units)
  • Written examination (Multiple choice)
Cooperation Partner:CP Bankpartner AG
Currently implemented in:德国